Companies To Watch: LVMH and Kering— who’s winning luxury’s reset

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

The world’s biggest fashion houses are learning to live with slower growth. LVMH’s Q3 rebound and Kering’s cautious recovery signal that the luxury cycle may be bottoming out, but not evenly. Dan Koh and Audrey Siek dives into how beauty, travel, and Chinese demand are driving the comeback, and why the battle between brand power and consumer fatigue could define 2026.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Oct 27, 2025

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Companies To Watch: LVMH and Kering— who’s winning luxury’s reset

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This episode was published on October 27, 2025.

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